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You Imagine Your Future. We Help You Get There.

A Globally Recognized, Client-Focused Investment Adviser Serving Individuals, Families and Institutions

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Fisher Insights+

Plan Well. Live Better.

Your future is about more than finances. Fisher Insights+ helps you make informed investment decisions, prepare for retirement and live out your best years with timely videos, educational guides, and lifestyle planning resources.
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We offer educational sessions on a wide range of topics, designed to provide actionable strategies for investors at any level.
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Retire Confidently With Comprehensive Wealth Management

We take time to understand your investing, income and estate planning goals, so our team of specialists can tailor a tax-efficient plan to help you achieve them. Connect with us, or request our helpful guides, to learn more.
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Market Insights

Stay informed on what's happening in the markets and gain valuable insights on the global economy, politics, investor sentiment, investing trends and more from our seasoned team of investing professionals.
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Clearly Different Wealth Management

Our TV commercials explain how we do things differently than other money managers to ensure we're always putting clients first.
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Trust We Have Earned

210,000

individuals, families, businesses and institutions around the world

$449 billion

assets under management

45+ years

experience serving clients and helping them achieve their investment objectives

7,000

employees dedicated to your financial goals

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Awards & Recognition

Gold star-shaped badge with geometric border reading "Kiplinger Readers' Choice Awards 2026, Retirement Planning Services"
Circular purple and red badge with stars reading "America's Top Financial Advisory Firms 2025, Newsweek, Plant-A Insights Group"
Gold star-shaped badge with geometric border reading "Kiplinger Readers' Choice Awards 2026, Wealth Managers"
Dark navy rounded rectangle badge with teal and yellow text reading "Citywire RIA 50 Growers Across America 2026"
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See All Awards

As of 9/30/2026. Includes Fisher Investments and its affiliates.
See here for a full list of awards disclosures.

Structured to Always Put Your Interests First

Client-Focused

Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.

We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.

See If Fisher Is Right for You

Investment Experience

Fisher Investments’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 175 combined years of industry experience.

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Top-Down, Global Investment Approach 

Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.

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Independent

We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.

  • Client-Focused

    Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.

    We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.

    See If Fisher Is Right for You

  • Investment Experience

    Fisher Investments’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 175 combined years of industry experience.

  • Business woman conducts meeting in front of a large monitor with graphs and stocks

    Top-Down, Global Investment Approach 

    Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.

  • Two Men with glasses in suits talk with people at a table with papers on it

    Independent

    We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.


What Our Clients Say About Us

Over 210,000 clients* globally have done their due diligence and entrusted us with their investments. Here’s what some of our clients have to say about their experiences with Fisher Investments:



“Takes the stress and worry about my financial future knowing my money is in good hands.”

Bruce B (Client in FL since 2016)



“My Investment Counselor understands my long term goals, is able to explain FI's approach at times when it may not be obvious to me, is a great listener, and genuinely cares about me.”

Client since 2008



“I think your client educational services are a strong differentiator between Fisher and other companies.”

Alan G (Client in NJ since 2002)



“Prevents impulsive or panic reactions; provides sound, reasoned basis for viewpoints.”

Paul G (Client in WY since 2005)



“Our adviser reaches out to us frequently and is always there for advice and any services we need.”

Jack T (Client in WI since 2016)

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All testimonials are from current clients. Comments may have been edited for brevity. Clients are not compensated, financially or otherwise, for testimonials.
*As of 9/30/2026. Includes Fisher Investments and its affiliates.

How We Can Help

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Personal Wealth Management

We help individuals and families achieve their goals through tailored investment portfolios, personalized client service, comprehensive financial planning resources and more.

Wealth Management Services: Personal Wealth Management
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Institutional Investing

We have a long history of managing assets for some of the world’s largest, most prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.

Institutional Investing Services: Institutional Investing

Insights & Media

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How the Fisher Investments Policy Committee benefits you
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Demonstrated Experience

Investment Policy Committee Leadership

The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 175 years of combined industry experience. Stability and longevity help build consistency with your investment strategy.

Learn More About Our Leadership
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Structured to Always Put Our Clients' Interests First

When fees aren't aligned with your interests, your retirement goals could be put into jeopardy. That's why we believe clients deserve simplicity and transparency when it comes to fees they pay.

Watch Now
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A Client-Focused Culture

Compared with other investment firms, we do things differently—not just to be different, but because it matters for our clients. We designed our entire business to provide superior service and minimize conflicts of interest.

Learn More

Learn why 210,000 clients trust us to manage their money and how Fisher Investments and its affiliates may be able to help you achieve your financial goals.

As of 9/30/2026

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